Compass Financial Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Compass Financial Management’s Portfolio SCHY Stock Details SCHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.03K	Buy	+127	New	+$4.1K	﹤0.01%	1218

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Compass Financial Management's SCHY Position: Q2 2026 in Review

Compass Financial Management opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 127 shares worth $4.03K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings.

211 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Compass Financial Management held 127 shares of Schwab International Dividend Equity ETF worth $4.03K as of Q2 2026.
Schwab International Dividend Equity ETF was a new Compass Financial Management position in Q2 2026.
Schwab International Dividend Equity ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1218 holding.
211 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.